Financial Advisory Services
At PSB Boisjoli, our professional accountants, Chartered Business Valuators (CBV) Chartered Financial Analysts (CFA), Financial Planners (Fin.Pl.) and Certified Internal Auditors (CIA), will help you attain your goals.
Business valuation
A business valuation can provide shareholders and other stakeholders with an objective assessment of a business’ worth. PSB Boisjoli’s team of accredited valuators has participated in many mandates in valuating privately held businesses in a wide range of industries. Our litigation support services are sought out by prominent legal firms who require expert representation.We can assist with the following:
- Mergers, acquisitions, divestitures and reorganizations
- Tax and estate planning
- Succession planning
- Shareholder agreements
- Litigation: contract, shareholder and matrimonial dispute
- Financing
Mergers & Acquisitions
Our team of professionals will help establish the value of a business, plan and negotiate a transaction, and minimize the tax impacts.Our services include the following:
- Negotiating transactions
- Securing financing
- Tax planning
- Due diligence
- Business plans and forecasts
- Review of contracts and agreements
Forensic Accounting & Litigation Support
Our forensic accounting group is skilled in preparing reports for court and acting as expert witnesses in the event of litigation. Our experience allows us to identify, analyze, and evaluate both financial and non-financial information with regards to the following services:
- Determination of damages and loss of revenue
- Establishing net worth
- Determining capacity of revenue generation
- Fraud investigations
- Investigation of questionable transactions
Financing
PSB Boisjoli’s professionals can assist in developing and implementing optimal financing strategies for expansion projects, working capital, reorganizations, management and shareholder buyouts, and business succession.
We can identify financing possibilities and negotiate attractive terms in the following areas:
- Lines of credit
- Asset based lending
- Working capital loans
- Term loans
- Factoring
- Subordinated debt
- Lease financing
- Bridge financing of tax credits
- Government assistance programs
PSB Boisjoli maintains a solid reputation in the banking world. Our extensive network of contacts allows our clients to make the best choices given their unique circumstances. We can propose hybrid solutions by combining traditional financial institutions with government agencies such as Investissement Québec, Business Development Bank of Canada (BDC), or similar organizations.
